Well stated Mikeymac. You can be sure that Sam is wrestling with the same concerns. Assuming he knows what the the likely trend is for FD and IVFH (an assumption I would not make), he will look at his alternatives and make a decision on what to do.
Please don't misunderstand something. I have no interest in seeing FD do poorly. The company makes a fine product and makes the lives of many people better. But the data shows that they are losing money. A lot of it. Far more than anyone ever imagined.
At some point in a failing battle, a leader has to either devote more resources to the cause or retreat. Status quo is not an acceptable answer. IVFH is not General Electric. FD is half the company by sales. Its impact on the bottom line is enormous. The impact on the stock price speaks for itself. There is no long term if death comes between today and the rosy future. Something has to change.
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